CALL US021 001 2323
×
‹ Back to all funds
Ninety One Cautious Managed Fund
Code: CMFA
Overview of Ninety One Cautious Managed Fund
The Fund aims to provide a total return (the combination of income and capital growth) which is higher than inflation over the medium term.
The Fund invests in a varied mix of asset classes including equities (e.g. company shares), bonds (contracts to repay borrowed money which typically pay interest at fixed times), cash and listed property in a manner similar to that usually employed by retirement funds.
Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)
Fund performance
Source: Profile Data
Downloads
Suitable for investors who...
- Seek inflation beating returns, that
- Want a fund which provides income as well as capital appreciation
- Want lower volatility than typical balanced funds
- Want a defensive investment – one which provides stable earnings, regardless of the state or cycle of the economy
Benchmark
The Ninety One Cautious Managed Fund aims to beat the average of its peer group, measured over a three year rolling period.
Strategy of Ninety One Cautious Managed Fund
The Fund seeks capital preservation and absolute returns through active asset allocation. Low equity weighting limits drawdown. Stock selection is oriented towards a quality approach, seeking to deliver consistent performance through the business cycle.
Fund Managers
Duane Cable
Sumesh Chetty
Other funds from Ninety One
• Ninety One Diversified Income Fund
• Ninety One Cautious Managed Fund
• Ninety One Managed Fund
• Ninety One Opportunity Fund
• Ninety One Value Fund
• Ninety One Global Strategic Managed Feeder Fund
• Ninety One Global Franchise Feeder Fund
• Ninety One Equity Fund
• Ninety One Worldwide Flexible Fund
‹ Back to all funds
• Ninety One Cautious Managed Fund
• Ninety One Managed Fund
• Ninety One Opportunity Fund
• Ninety One Value Fund
• Ninety One Global Strategic Managed Feeder Fund
• Ninety One Global Franchise Feeder Fund
• Ninety One Equity Fund
• Ninety One Worldwide Flexible Fund
Welcome to Investonline
Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving. By utilising technology and the latest financial planning models, financial planning can now be done from the comfort of your own home or office while still preserving the personal relationship that is at the heart of financial advice.
Each client is serviced by their own personal Client Portfolio Manager, with a support team, to ensure effortless portfolio management and financial planning.
Our Service Offering
Financial Planning
Lifestyle financial planning tailor-made for you
Investment Management
Portfolio management, market updates and quarterly reviews
Offshore Investing
Offshore portfolio structuring and management
Estate Planning
Planning for your legacy and loved ones
Income Planning
Transitioning from employment income to retirement income
Tax Planning
Structuring your investments for optimal tax efficiency
Speak to a Client Portfolio Manager
Contact UsDigital Financial Planning With Us
At Investonline, our team’s focus is on working together with our clients to create their personal financial plans by following our digital financial planning process. Our financial planning reports are designed and built around your financial future and the lifestyle you want to lead.
Once we have implemented your financial plan and structured your investment portfolio, we will regularly review both to ensure that you stay on track to achieve your financial goals. This includes making adjustments, when necessary, to either the investment strategy or your personalised plan.
Our Process
Discovery
Complete your details using Asset-Map.
Meeting
Meet with our team using Zoom, MS Teams or in person.
Implementation
Receive a full financial planning report, investment strategy and structure.
Experience our Value-Add over the long term
Investing with Investonline is much more than a once-off experience. Our service offering has been constructed to add value to our investors through every step of their financial and retirement journey.
What are my retirement needs?
What our clients say
View all reviews on 
The Best Investment Decision I ever Made
From the time I first connected with Investonline many years ago, the feel-good element was present. Professional, friendly, and proactive advice and suggestions, have always been provided in the best interests of the client. I continue to be very happy with all interactions with Investonline, from my designated Financial Planner, to whoever else might be on the end of a telephone call or e-mail.
Mervyn Sparks
Understanding the Client's Needs
Great to deal with a company who went out of their way to understand my specific needs and to explain their reasons for suggesting alternative investments to what I initially was considering. Admin and contact with Investonline has been excellent so far.
Lindsay Bassett
First time investor
As a complete stranger to investing large sums of money, the team at Ivestonline where unbelievably professional and my portfolio was created without a glitch. I am super confident of a long and prosperous relationship.
Cobus Nolte
Thank you once again for your excellent service
Thank you once again for your excellent service Stuart. You are always there for us when necessary and we really appreciate your friendly and honest approach and very professional assistance. We look forward to a long and mutual relationship with you and Investonline.
Richard & Claire, Knysna.Our Partners
Member of
Investonline Portfolio Performance
Actual 10-year performance annualised from July 2012 to July 2022
10,5% Aggressive 10 Yr Annualised
9,3% Moderate 10 Yr Annualised
8,0% Conservative 10 Yr Annualised
Investment Insights
Tips when doing your taxes
It’s tax season again, and we’ve set out some simple guidelines to ...
2022 3rd Quarter market outlook
Year to date, the JSE All Share Index (SA market) and MSCI World Index ...
An update on offshore investing in a volatile world
Offshore investments should form a critical part of your investment po ...
The 2022 Tech. Sector Collapse
Rising interest rates and inflation have been huge drivers of the sect ...
Contact Us
We’d like to hear from you.
Send an email, give us a call / video call or come see us in person.